Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | MITSUBISHI UFJ FINANCIAL GROUP INC | 377.1M | $62.06B | 0.0% | 23.671% | 100.00% |
| 2 | STATE STREET CORP | 101.3M | $16.68B | -2.4% | 6.362% | 0.58% |
| 3 | BlackRock, Inc. | 96.4M | $15.86B | +1.2% | 6.051% | 0.28% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 77.7M | $12.79B | β | 4.878% | 0.32% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 30.2M | $4.98B | β | 1.898% | 0.26% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 27.7M | $4.54B | +2.3% | 1.739% | 0.28% |
| 7 | Fisher Asset Management, LLC | 25.6M | $4.21B | +2.3% | 1.607% | 1.43% |
| 8 | FMR LLC | 22.7M | $3.74B | -13.1% | 1.427% | 0.20% |
| 9 | Capital Research Global Investors | 20.3M | $3.34B | +31.4% | 1.272% | 0.52% |
| 10 | GOLDMAN SACHS GROUP INC | 16.9M | $2.79B | +6.1% | 1.063% | 0.32% |
| 11 | BANK OF AMERICA CORP /DE/ | 16.3M | $2.69B | +0.5% | 1.025% | 0.20% |
| 12 | AMERIPRISE FINANCIAL INC | 13.9M | $2.29B | -1.9% | 0.874% | 0.53% |
| 13 | UBS Group AG | 13.4M | $2.21B | +2.9% | 0.841% | 0.33% |
| 14 | NORTHERN TRUST CORP | 12.8M | $2.11B | +0.0% | 0.805% | 0.28% |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11.7M | $1.93B | -5.7% | 0.738% | 0.65% |
| 16 | UBS ASSET MANAGEMENT AMERICAS INC | 11.0M | $1.81B | +20.1% | 0.692% | 0.38% |
| 17 | SCHRODER INVESTMENT MANAGEMENT GROUP | 10.2M | $1.69B | -0.6% | 0.643% | 1.38% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10.0M | $1.64B | +1.4% | 0.627% | 0.25% |
| 19 | Bank of New York Mellon Corp | 9.8M | $1.61B | +4.5% | 0.615% | 0.30% |
| 20 | FRANKLIN RESOURCES INC | 9.2M | $1.51B | +4.7% | 0.576% | 0.37% |
| 21 | ROYAL BANK OF CANADA | 8.4M | $1.38B | -17.8% | 0.525% | 0.24% |
| 22 | Legal & General Group Plc | 8.3M | $1.37B | +0.4% | 0.521% | 0.32% |
| 23 | Invesco Ltd. | 7.8M | $1.29B | +9.1% | 0.493% | 0.20% |
| 24 | DIMENSIONAL FUND ADVISORS LP | 7.2M | $1.19B | +0.9% | 0.454% | 0.25% |
| 25 | Capital International Investors | 7.2M | $1.18B | -65.2% | 0.449% | 0.28% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in MS β a direct measure of their conviction.
Filings activity in MS during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new MS position in Q1 2026
Institutions that fully closed their MS position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,435 | 0.7% | 59.96% | 8.65 pp | $204.45B | 13% |
| Q4 2025 | 2,451 | +12% | 68.61% | +7.08 pp | $233.94B | +11% |
| Q3 2025 | 2,191 | +2.0% | 61.53% | +6.84 pp | $209.81B | +13% |
| Q2 2025 | 2,148 | +6.3% | 54.69% | +9.43 pp | $186.47B | +21% |
| Q1 2025 | 2,021 | 0.5% | 45.26% | 4.27 pp | $154.33B | 8.6% |
| Q4 2024 | 2,031 | +12% | 49.53% | +9.45 pp | $168.89B | +24% |
| Q3 2024 | 1,809 | +2.8% | 40.08% | +0.54 pp | $136.66B | +1.4% |
| Q2 2024 | 1,760 | β | 39.54% | β | $134.83B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MS stock.
Based on Q1 2026 13F filings, institutional ownership of Morgan Stanley stands at 60.0%, held across 2,435 reporting institutions.
MITSUBISHI UFJ FINANCIAL GROUP INC is the largest reported institutional holder of MS, with approximately 377,085,167 shares worth $62.06B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of MS, including Fisher Asset Management, LLC.
Our composite Smart Money Score for MS is 34 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
217 institutions opened new positions in MS during Q1 2026, while 233 fully exited. 493 added to existing positions and 1,712 trimmed.
MS institutional ownership fell by 8.65 percentage points quarter-over-quarter, with a net change of -16 holders.
The top 10 institutions account for 64.1% of all reported 13F value in MS, and the top 25 account for 76.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Morgan Stanley (MS) Institutional Ownership